Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Columbus Hill Capital Management, L.P. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Columbus Hill Capital Management, L.P. (CIK 1384982) reported $1.03B across 29 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($128.6M, 12.52%), AMD ($95.7M, 9.32%), CPNG ($66.4M, 6.46%), NCLH ($56.2M, 5.47%), AMZN ($49.1M, 4.78%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1QQQINVESCO QQQ TR$128.6M12.52%174,700New
2AMDADVANCED MICRO DEVICES INC$95.7M9.32%164,810Trimmed
3CPNGCOUPANG INC$66.4M6.46%3.8MTrimmed
4NCLHNORWEGIAN CRUISE LINE HLDGS$56.2M5.47%2.7MHold
5AMZNAMAZON COM INC$49.1M4.78%206,112Trimmed
6MARMARRIOTT INTL INC NEW$45.3M4.41%122,210Hold
7RCLROYAL CARIBBEAN GROUP$44.6M4.34%140,407Hold
8RIOTRIOT PLATFORMS INC$42.9M4.18%1.6MNew
9HUTHUT 8 CORP$42.6M4.15%369,108New
10AALAMERICAN AIRLINES GROUP INC$40.8M3.97%2.3MAdded
11NVDANVIDIA CORPORATION$39.9M3.88%199,179Added
12SATSECHOSTAR CORP$39.1M3.81%385,558Added
13METAMETA PLATFORMS INC$36.3M3.53%64,416Trimmed
14VSTVISTRA CORP$35.6M3.47%224,523Added
15HUMHUMANA INC$35.5M3.46%89,376Hold
16TSMTAIWAN SEMICONDUCTOR MANUFAC$32.5M3.16%68,039Added
17MSFTMICROSOFT CORP$27.6M2.69%74,103Added
18GOOGLALPHABET INC$26.7M2.60%74,726Trimmed
19DALDELTA AIR LINES INC$25.9M2.52%276,846New
20URIUNITED RENTALS INC$23.4M2.28%20,666Hold
21UBERUBER TECHNOLOGIES INC$21.1M2.05%292,500Added
22MAMASTERCARD INCORPORATED$19.2M1.87%37,310Hold
23VVISA INC$16.8M1.64%49,072Added
24WULFTERAWULF$11.7M1.14%474,105New
25KEELKEEL INFRASTRUCTURE CORP$11.4M1.11%2.0MNew

Source: SEC Form 13F filings · as of 2026-06-30